Latest Institutional Transactions on World Gold Trust (GLDM)
This table provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.9K- 83.55% |
$938K - $1.08M
|
3.13K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$5.72K - $6.59K
|
97
$7.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
96.6KNew |
$5.7M - $6.57M
|
96.6K
$7.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.94K+ 6.5% |
$174K - $200K
|
48.2K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.29MNew |
$76.2M - $87.8M
|
1.29M
$105M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$23.6K - $27.2K
|
400
$32.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
122K+ 5137.75% |
$7.17M - $8.27M
|
124K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.06KNew |
$180K - $208K
|
3.06K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-98.6K- 79.67% |
$5.81M - $6.7M
|
25.2K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.04K+ 59.81% |
$415K - $478K
|
18.8K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.21K- 2.97% |
$189K - $218K
|
105K
$8.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.29KNew |
$253K - $291K
|
4.29K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.01K- 24.37% |
$119K - $137K
|
6.25K
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.85K+ 57.35% |
$345K - $398K
|
16.1K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.21K+ 16.05% |
$71.1K - $82K
|
8.72K
$705K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
23New |
$1.36K - $1.56K
|
23
$1.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$459K - $530K
|
7.79K
$630K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
18.5KNew |
$1.09M - $1.26M
|
18.5K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
3New |
$177 - $204
|
3
$243
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61KNew |
$213K - $246K
|
3.61K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 23.59% |
$83.7K - $96.5K
|
4.6K
$372K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20.2KNew |
$1.19M - $1.37M
|
20.2K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 10.35% |
$7.66K - $8.84K
|
1.39K
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.66K+ 44.39% |
$97.9K - $113K
|
5.4K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$5.9K - $6.8K
|
100
$8.09K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
623+ 2.97% |
$36.7K - $42.3K
|
21.6K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 1.32% |
$4.42K - $5.1K
|
5.76K
$466K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
25.4KNew |
$1.5M - $1.73M
|
25.4K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$743K - $857K
|
12.6K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15.6KNew |
$921K - $1.06M
|
15.6K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$291K - $336K
|
4.94K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47New |
$2.77K - $3.19K
|
47
$3.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
476New |
$28.1K - $32.4K
|
476
$38.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
53New |
$3.12K - $3.6K
|
53
$4.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.96K- 32.67% |
$233K - $269K
|
8.16K
$660K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.34K+ 39.81% |
$197K - $227K
|
11.7K
$948K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-400- 80.0% |
$23.6K - $27.2K
|
100
$8.09K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
249+ 13.02% |
$14.7K - $16.9K
|
2.16K
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.5K+ 21.52% |
$147K - $170K
|
14.1K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.6K- 37.7% |
$2.69M - $3.1M
|
75.3K
$6.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.01K- 38.37% |
$118K - $137K
|
3.23K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4KNew |
$236K - $272K
|
4K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.13K- 26.32% |
$126K - $145K
|
5.97K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.58K- 11.01% |
$329K - $379K
|
45.1K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
27.4KNew |
$1.62M - $1.86M
|
27.4K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 1.0% |
$2.18K - $2.51K
|
3.73K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-203K- 78.64% |
$12M - $13.8M
|
55.2K
$4.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 5.07% |
$59K - $68K
|
18.7K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.14K- 33.87% |
$185K - $214K
|
6.14K
$497K
|
|